+64.7%
OVV vs GSK
+9.5%
+55.1%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -1.2% | +4.3% | +2.9% |
| 7D | +1.2% | -1.1% | +2.3% | +1.1% |
| 30D | -2.5% | +7.8% | -10.4% | -1.8% |
| 3M | +0.5% | +0.3% | +0.2% | +0.7% |
| 6M | +8.5% | +3.4% | +5.0% | +9.1% |
| YTD | +64.5% | +5.9% | +58.5% | +56.1% |
| 1Y | +64.7% | +8.2% | +56.5% | +56.0% |
| All | +64.7% | +9.5% | +55.1% | +56.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GSK.
Daily Out/Under-Performance
Portfolio return minus GSK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GSK return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded GSK wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling